Focused on outperforming the S&P 500 over 5 and 10 year periods. My portfolio is concentrated and not purposely diversified with a preference for companies that generate high returns on equity (less excessive leverage) and low capital expenditures relative to cash flow from operations.
Current Holdings:
Citigroup, Google, Visa, General Mills, Under Armour, ExxonMobil, Deere & Company, Altria Group, Diageo, Sherwin-Williams

Focused on outperforming the S&P 500 over 5 and 10 year periods. My portfolio is concentrated and not purposely diversified with a preference for companies that generate high returns on equity (less excessive leverage) and low capital expenditures relative to cash flow from operations.
Current Holdings:
Citigroup, Google, Visa, General Mills, Under Armour, ExxonMobil, Deere & Company, Altria Group, Diageo, Sherwin-Williams